Podcasts about chief behavioral officer

In this episode, DPL Founder and CEO, David Lau, talks with Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions. They discuss the psychological drivers behind investor behavior, common mental pitfalls that can lead to costly mistakes, and the practical framework advisors can use to build resilient client portfolios. From Orion's popular Protect, Live, Dream platform to the four meta-biases that influence people's decisions and actions, Daniel explains how advisors can proactively support clients through volatility and why financial advising is just as much about managing emotions as managing wealth. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

In this episode, Rory speaks with Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, and Randy Johnston, fintech strategist and co-founder of K2 Enterprises, to discuss the technology and behavioral finance topics outlined in The Holistic Guide to Wealth Management and the evolving role of CPAs and financial advisors. Dr. Crosby explains why values-based planning isn't just feel-good theory—it drives real outcomes, citing stats that show clients in goals-based portfolios are 10x less likely to panic sell and twice as likely to save for retirement. Randy shares how AI, automation, and real-time data are freeing up capacity so firms can spend less time on compliance and more time on relationships, strategy, and outcomes. They discuss why holistic financial planning is the foundation for stronger, more durable client relationships. Want to know how behavioral finance and a human-first approach can power deeper client engagement? Curious how CPAs can turn AI into a competitive advantage? Find out the answers to these questions and more in this future-focused conversation with Dr. Daniel Crosby and Randy Johnston.

What if the key to better patient outcomes isn't more reminders but smarter ones? In this interview, Chandra Osborn, Chief Behavioral Officer at Adhere Health, explains how behavioral science can help patients stick to their care plans—without feeling pressured or overwhelmed. She breaks down why traditional engagement strategies fall short and how small, well-timed nudges can make all the difference. If you're looking for a fresh approach to patient adherence, this is a must-watch!Learn more about AdhereHealth at https://adherehealth.com/ Find more great health IT content at https://www.healthcareittoday.com/

Are you better looking than average? Four (4) big behavior errors and the formula for a happy life. Recency bias, the Backfire Effect and more fascinating insights. Thinking about your brain on finance... A great topic to discuss with our Guest – Dr. Daniel Crosby - Chief Behavioral Officer with Orion. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Dr. Daniel Crosby, a behavioral finance expert and sought after thought leader on market psychology, is the Chief Behavioral Officer at Orion. His ideas have appeared in the Huffington Post, Think Advisor, and Risk Management, as well as columns for WealthManagement.com and Investment News. Daniel was named one of Investment News "40 Under 40" and a “financial blogger you should be reading” by AARP. Daniel's second book, "Personal Benchmark", co-authored with Charles Widger of Brinker Capital, was a New York Times bestseller that outlines a highly personalized approach to investing that aligns intention with action while fostering an investment experience that is both enjoyable and rational. In his bestselling book, The Behavioral Investor, psychologist and asset manager Dr. Daniel Crosby examines the sociological, neurological and psychological factors that influence our investment decisions and sets forth practical solutions for improving both returns and behavior. Readers will be treated to the most comprehensive examination of investor behavior to date and will leave with concrete solutions for refining decision-making processes, increasing self-awareness and constraining the fatal flaws to which most investors are prone. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (AAPL), (USO), (GME)

In this episode, host Lynn Toomey sits down with Dr. Daniel Crosby, a psychologist, author, and Chief Behavioral Officer at Orion, to discuss the intersection of financial success and personal fulfillment. Dr. Crosby shares insights from his latest book, The Soul of Wealth, which explores how individuals can make financial decisions that align with their values and lead to a more meaningful life. He breaks down why simply accumulating wealth isn't enough for happiness and how intentional spending, investing, and saving can create a richer, more fulfilling life. Dr. Daniel Crosby is a psychologist, behavioral finance expert, and the Chief Behavioral Officer at Orion. With multiple best-selling books to his name, including The Behavioral Investor and The Laws of Wealth, Dr. Crosby specializes in understanding the psychological factors that influence financial decision-making. His work focuses on helping people make smarter, more intentional choices with their money by bridging the gap between financial knowledge and behavior. His latest book, The Soul of Wealth, offers practical, research-backed insights on how to manage money in a way that fosters happiness and long-term well-being.

Dean Browell, the Chief Behavioral Officer at Feedback, joins host Michael Roberts to discuss digital ethnography and how it can be beneficial for medtech companies. In this episode, you'll learn what digital ethnography is and how it works, and how the human connection is beneficial to educating and treating patients. Hosted on Acast. See acast.com/privacy for more information.

In this episode, Jason welcomes back listeners to 'Financial Planning for Canadian Business Owners' after a hiatus, and announces a new video format with guest Dr. Daniel Crosby, a New York Times bestselling author and Chief Behavioral Officer at Orion. Dr. Crosby discusses his latest book, 'The Soul of Wealth: 50 Reflections on Money and Meaning,' exploring the intertwining of wealth with meaning and purpose. They delve into the PERMA model of positive psychology, the importance of naming financial goals, and how psychological and behavioural insights can enhance financial well-being. Dr. Crosby shares personal anecdotes, including his health scare that led to the book's inspiration, and the notion that true wealth transcends mere financial achievement, emphasizing meaningful engagement, relationships, and personal growth. Hosted on Acast. See acast.com/privacy for more information.

The U.S. CMO of the luxury car company discusses how integrating Jaguar Land Rover's brand alongside popular shows like Succession and The Gentlemen has helped deliver its message of quiet luxury. Episode TranscriptPlease note, this transcript  may contain minor inconsistencies compared to the episode audio.Ilyse: [00:00:00] I'm Ilyse Liffreing Damian: And I'm Damian Fowler and welcome to this edition of the Current Podcast. Damian: This week, we're delighted to talk with Charlotte Blank, U.S. Chief Marketing Officer of Jaguar Land Rover North America. Ilyse: Charlotte is responsible for JLR's House of brands, which includes the Land Rover Defender and Discovery, the Range Rover, as well as the new line of all electric Jaguar cars. Damian: Before she joined JLI, before she joined JLR, Charlotte gave a TED Talk in 2019 called Lead Like a Scientist, where she examined the psychology of motivation and what it means to lead. Ilyse: Charlotte says she's obsessed with testing new ideas and challenging the status quo. So that's where we started.  Damian: So hi, Charlotte. Thank you for joining us. Charlotte: Thank you for having me. Damian: In 2019, you did a TED talk called lead like a scientist in which, you talked about the importance of testing new ideas and challenging the status quo. Now, is that something you put into practice in your current role as CMO at JLR Charlotte: I would like to think so and I think there's room to do even more. I describe myself as a marketer by way of psychology. I did that TED Talk in a previous role as Chief Behavioral Officer of an incentive and motivation company where I really got to be at the forefront of research in behavioral economics and studying what we know about human behavior and social science and how that plays into understanding and motivating people to take action, which essentially is at the core of marketing. So we have so much of an opportunity to act and lead like scientists when we wear our hat as a marketing leader.  Damian: And what can other marketers do to sort of take some of those lessons that you were expressing in that talk? You know, and how can they integrate that into their daily work? Charlotte: I think to lead like a scientist, first and foremost, means to test things, to run experiments, and by that I mean true randomized controlled experiments, hold out test controls with properly randomized groups. And really from an applied standpoint, I think [00:02:00] marketers have been leading the way here. I mean, A B tests are standard practice. We see them as common practice in digital advertising and website optimization - really, it's kind of part of the daily work of being an excellent digital marketer in particular is to constantly be A B testing. But I think where there's more of an interesting opportunity to grow is more hypothesis driven testing. So not just the: “Will I see more clicks if I move this important box from the bottom of the page to the top?” But more: “I have this insight about something that really differentiates the consumers I'm trying to reach and how can I craft my messaging to get at that core psychological insight and testing those?” That I think is sort of the next step and where we can really make a difference. Damian: Could you give us an example of how you, you're putting that into practice at JLR? Charlotte: Absolutely. So we are on an exciting journey at JLR as part of our modern luxury transformation. We're really elevating the brands and taking everything up market and really responding to the rise in [00:03:00] wealth and the consumers that we reach from a modern luxury perspective. And part of the strategy to bring that to life is ‘House of Brands'. So JLR really no longer goes to market with the Land Rover brand as the front facing brand, but it fades back to allow Range Rover Defender and Discovery each to thrive in their own right. So this is an exciting opportunity for marketers to really tease apart the difference, for example, between a Range Rover customer and a Defender client. And that's really where the psychological insights come into play. So we've been doing some really interesting research that finds these ‘core differentiating nuggets', we call them. Just off the top of my head, some interesting insights were: Range Rover Sport target is extremely psychologically rich. They thrive in busyness and sort of the chaos of daily life that many of us know. Some of us love, some of us don't love. The Range Rover sport person loves to be very busy and to have their hands in lots of different things and they're rather impulsive. They lack the ability to delay gratification, and they don't [00:04:00] like to be overly structured or routine.So they like to just kind of go for it and go for their dreams and not really overthink things because they can handle doing multiple things at once. So I think you'll see, for example, in the new Range Rover Sport Creative as part of our new Velocity Blue campaign starring Theo James. He kind of exhibits that in the commercial.You see him sort of exploring the property, racing the car around the grounds, and going for an action to what turns out to be simply playing fetch with his dog. But it's this kind of heroic, fast paced scene that really brings to life that sort of busyness and a bit of impulsivity.Ilyse: bit of impulse. Now, as far as that campaign and then like future campaigns, you've talked a lot about the importance of media mix modeling. I'm curious why this is important  and would you say it's easier now to lead like a scientist in a marketing world that is more data driven? Charlotte: We're very excited to kick off our MMM (Media Mix Modelling) project. I think two weeks from today we're starting our [00:05:00] really what we're calling our marketing mix project because I think this is finally our chance to put all of the pieces really together in a rigorous scientific data driven way so that we can get a little more sophisticated about understanding and right sizing the expectations for what advertising investment can do in the short term when it comes to sales and that I'm kind of recognizing that in the automotive industry and probably in most others that it's not only about the advertising, but it's about the media strategy being carefully executed in concert with getting all the other pieces, right. Is the pricing right? Are the incentives right? What are the competitors doing? How old is the product? There are all of these factors that come into play, and we can put them all into the model to help us make better decisions about where to place a dollar at any given time for any particular model, and it may or may not be in more media. It might be for new creative, or it might be on adjusting the price. It might differ depending on the product, so I think that's going to make us, as a collective [00:06:00] enterprise, a lot more intelligent and data driven. Ilyse: intelligent. On that note, are there different markets for different vehicles across JLR brands? Damian: the Charlotte: Of course. I mean, that's really part of the fun of differentiating the four brands is they really are different core audiences. And again, this comes back for me to psychology, that when we look at the surface level at the demographics and we simply ask questions like: How old are these people? Are they married? What is their average household income? They look relatively similar to each other and to competitive brands, but we take another level down, we start peeling the onion and we look at: Well, how do they spend their time? And then we look even deeper: But what really drives them? What motivates them? What stage of life are they in psychologically? That's where they start to feel really different.So that can come to life in the ‘where' and ‘how' we approach our media buys and the partnerships we explore. But it also, again, you know, creative is king. It comes into the messaging and how we craft a story that resonates with people. Damian: I just gotta say on that [00:07:00] note, I did love the Theo James spot. The Range Rover spot because it was filmed at Harewood House, which is very close to where I grew up in Yorkshire. So I think I'm in the market for one of those and the same color, too. Charlotte: I was thrilled to hear that when you share that with me in your beautiful English accent, because it is, it's a really special location that was carefully chosen, partly to bring about that English heritage, you know, that's something that is such a special gift and a unique, ~um,~ distinctive asset for the Range Rover brand is ~that~ that English heritage going back to the queen and the royal family. And I think we've ~kind of~ gone through phases about how much in the degree that we play that up. But the time feels right culturally to really ~kind of ~celebrate that and bring forth a bit of cheeky modern Britishness. to the Range Rover sport brand and truly there's no better character for that than Theo James. You know what he brought to life in the Gentleman hit series on Netflix. ~Um,~ Range Rover was heavily integrated in that show. So we already benefited from the show's popularity and Theo's popularity and have a bit of [00:08:00] equity built with him. So I think it's just perfect that we got him to sort of star in the campaign Ilyse: to sort of star in the character. Not to Charlotte: quite handsome. That's true. Ilyse: And it is all about like marketing a lifestyle just as much as a vehicle. Charlotte: 100%. That's, that couldn't be more true, especially for a luxury brand. Ilyse: brand. And we Damian: we hear a lot, ~um,~ now of the importance of marketing being relevant to culture and that's a very good example of how you're tying in. You know relevance to cultural moments, ~you know,~ especially premium content like you mentioned white lotus the gentleman. ~It's ~It's sort of all aligned in lots of Charlotte: I am a huge fan of branded entertainment. Where people spend their leisure time, where their captive audience in front of a big screen in the comfort of their own home, and where they binge watch their favorite shows, Netflix, HBO. We've seen some incredible return on investment when we integrate our vehicles and our brand experience in a highly curated way, against some of these popular shows. Succession comes to mind. ~You know,~ Succession really brought in [00:09:00] this. notion of quiet wealth and like the uber luxury in a way that's a little bit more understated and reductive. The clothing they wear with the million dollar sweaters that just look really simple. There's something about ~that~ that really resonates with the Range Rover brand and the design aesthetic that's not overtly flashy or gaudy, ~um,~ but is a little more reductive and minimalist in design and it's just the characters and succession really brought that to life. Damian: and minimalist in design, and it's just the characters and succession really brought that to me. What insights have you got there around marketing to that group, that younger demographic, ~uh,~ especially given the fact that you're ~kind of ~leading with data? Charlotte: I think it's really important. ~I mean,~ we have to remind ourselves as as much as we do pay attention to performance marketing, and we've built a world class sophisticated martech stack and a [00:10:00] really strong team of digital marketers who are highly attuned to those kind of purchase intense signals and closing demand, ~you know,~ focusing on that lower part of the funnel. But at the end of the day, especially in automotive, especially these luxury brands, it takes time to really build that love in people's hearts. And it, for many people starts early. I mean, some of the most interesting research I've seen, it's as if people are lying on a psychiatrist's couch, going back to their literal childhood memories: What does Range Rover mean to me in my heart? They're thinking about,~ you know,~ their father driving one, or the royal family, some early memories they had of it, or a show that they've seen, ~you know,~ brand and entertainment really comes to mind.~ Um,~ Defenders, ~um, ~sort of rocketing onto the scene in the recent James Bond movie with this really spectacular car chase is an example that, you know, is meant to appeal not only to people who are in market now or can afford one now, but potentially to, to the younger generations who might, ~you~ You know, put the theoretical poster up on the wall and dream of it in the future. So I think that's really important for us marketers. Ilyse: And that really,  ties into like. [00:11:00] Personalized journeys, especially if they look back at how they even came across the brand to begin with. When it comes to that as well, which channels are you testing as you like focus on like scale?  Charlotte: We're always testing new channels for scale. You know, a lot of our focus around building the upper funnel and growing our brands tremendously. Defender. We doubled sales in the U. S. last year. From, around 15, 000 a year to over 30 and did that very quickly with just a really concerted focus on building awareness, breaking through with really effective creative that drove breakthrough recall and brought a lot of new audiences, into awareness of the brand.And I think, the way to do that is to get some of the brilliant basics right. Which means really good, creative, really strong media plans that index heavily on scale-based channels like CTV. We did a lot of TV, we've been in podcasting, audio. When we [00:12:00] think of the 'see, think, do' framework, really focusing on the ‘see' to build new audiences and build that upper funnel. Damian: That's an incredible statistic you just shared about doubling sales last year of Defender, and that's through brand, sort of brand building. Charlotte: Indeed, as well as physical experiential activations, as well is a big part of our marketing mix. We host every year the Destination Defender Festival, which grows each year. We have an incredible cause marketing platform for Defender called the Defender Service Awards, which gives us a platform to showcase the capability and off road and durability of the car in context of these really emotional lifestyle stories. So we invite very local grassroots charities who need a vehicle that can take them to difficult places. We invite them to submit video applications for a chance to win a Defender, and then we invite consumers to vote. Last year we had over half a million votes in a very grassroots approach, and this year we're looking [00:13:00] already to surpass that. And that just gives us a wealth of content and opportunity to make a difference, and to really establish a platform that's authentic and organic for the brand. So I think those sort of higher touch, authentic, steps are important as a foundation, but then also just to really blast out building awareness through big traditional media has helped as well. Damian: That seems like that, that's sped up, maybe, is it? All of you got sped up.  Charlotte:  I mean, we truly last year we called it the year of ~Defender, Defender,~ Defender. No joke. It was ~kind~ of all systems go on defender. We were, it was really motivating and really exciting because we had such a clear vision of what we needed to do to differentiate and really break defender onto the scene. So it was just a galvanizing kind of experience to just go all in on this one brand. This year we've got to be able to, walk and chew gum at the same time. We're back to focusing on multiples. Ilyse: at those like cultural and like sporting events and having a big presence at some of those. How much is that really part of your strategy and which, I guess, which cultural events have you really found yourself being? Charlotte: Yeah. That's a very topical question for us. Experiential marketing, I think, gives us a way to really bring the brand to life in a way that transcends the product and makes people feel like they're part of a community. So a great example is Range Rover house, ~um,~ for Range Rover, that's now a global lifestyle platform. We now do Range Rover houses everywhere from. Damian: started Ilyse: But Charlotte: to Dubai, Cormier, you name it, but it started here in the U. S. in Monterey around, ~um,~ Damian: around Monterey. Charlotte: Pebble Beach around Monterey car week.  and we do it every year in that location at that event, as well as,  Salt Lake City at, Park City, and a few other locations. And basically, the idea is that we'll take over a private residence or building that [00:15:00] matches the design aesthetic of Range Rover and curate these exquisite, really luxury crafted experiences for our clients and prospects and partners. And we do that in partnership with other luxury brands to offer. For example, ~uh,~ rare spirit tastings, or a luxury facial, ~um,~ early access to a new fashion launch. ~Um,~ so we'll curate something different each time to keep it fresh. But the idea, it's been fun for the team to use as almost~ a,~ a filter or a thought exercise of, if Range Rover the brand were a house, What would it smell like? What would the furniture look like? What would you eat there? Who would be there? you can kind of stretch your imagination to bring the brand to life in a way that, transcends the product. And we'll have a special product edition each time. That's also a part of the strategy where we'll release a limited count of a special Range Rover. That's only 17 of them are made. And it Retails for 350, 000 and only those [00:16:00] who are in person have a chance to, have the first look. So that gives it sort of a press hook, ~um,~ and an extra kind of commercial reason to attend. But really the experience we hear more and more from our clients is that I feel like I'm part of a club, an exclusive society. ~You know,~ I'm a Range Rover person and that means that I get to do this and I get to meet and mingle with other life's leaders. We call them in the Range Rover community.  Damian: not every automaker can claim that they're able to kind of, like, create a club of like minded members. I know many would probably think that they can, but there's something special about JLR in that way. And I know we touched on this already, but one of those factors, I guess, that plays into the branding and the association is the British connection. You mentioned the ad, but could you say a little bit more about that and how that is Something that you use or not use, especially in the U. S. market, which is what you're in charge. Charlotte: [00:17:00] Yeah, such an interesting question for the U. S. market. ~Um,~ We have a couple of very current examples, I think, to this effect. One is that we have the blessing of having access to this curated collection of Her Majesty, Queen Elizabeth II, her cars, basically the classic Land Rover product that she either drove or was escorted in, throughout her regime. And we have a beautiful collection of 10 of those vehicles that have been painted. painstakingly perfectly restored, and we debuted them globally at Pebble Beach this year. So it was the very first time that an SUV was displayed on the Pebble Beach Concourse, which I was surprised by. That was a really unique moment. That was a really special thing. So we got a lot of press and breakthrough for that moment. And a lot of just fan activity. There are a lot of classic Land Rover Range Rover fans. So now we're taking those vehicles on tour and we'll have them at Rockefeller center with a very British themed experience. It's all about the Royal family. So we'll have sort [00:18:00] of a tour. British, ~you know,~ other partners there and sort of a British feel. ~Um,~ but when you see the cars, ~you know,~ there's even these little touches like a special spot for the corgis to sit or the special hook for the Queen's handbag. ~Um,~ so that is a moment that's really making us stop and appreciate the British heritage and celebrate that in a more public way than we had recently. but a funny story we were just catching up about earlier when I spoke about the Theo James commercial. It's called Velocity Blue is the campaign. We made some edits for a U. S. version of the TV spot, which will start airing  that essentially streamlined the story to be a little bit more simple, with a little more car shot, a little more action, which kind of captures a lot of, like, the U. S. feedback. When we have our creative debates and discussions internally, most of the creative origination happens at the global headquarters in the U. K., It rolls out to the major markets. We give our feedback. There's a process that's probably very similar at other global companies, and the script tends to go something like the English version is a bit [00:19:00] more abstract, has a little more storytelling, has a lot going on, and the U. S. wants to see Simple. Hit me with the logo. More car shots. Get to it. People are busy. There's a lot to break through and there's always  a cheeky debate about that. But, this time, they actually created a slightly different version for the U. S. Same spot, really, but with a key difference that, that simplified it and removed a scene in the middle that had, you know, an equestrian riding across the property you described. And we just got the test results back and they were fascinating to see. We worked with Kantar to do sort of the initial assessment of how both the UK and the US audiences resonate with each of these two options. And we found that indeed we were correct about the US that the simplified spot without the equestrian, outperforms the original version for U.S. audiences, but fascinatingly, in the U. K., the reverse is true. So that gave us such an interesting, and frankly, a positive outcome that was, gets us [00:20:00] away from any kind of creative disagreements and is much more about honoring these market specific differences. And just isn't that interesting, that people have different expectations of advertising or different understanding of, the content of this particular spot. So it's just an important reminder to global brands to keep the core insight true, but to make those tweaks to really optimize for each market. Damian: Yeah, absolutely. Yeah, great. I mean, keep the horse. I say keep the horse. Ilyse: I mean, I'm an American, right? And I think it's, I think the UK version is better, Charlotte:  Ifyou know just keep it simple. Yeah, but it's so interesting, those insights like that fascinating.  Charlotte: live for them. I mean, I think that's what marketing is all about is the consumer insight. Damian: And that's it for this edition of The Current Podcast. We'll be back next week, so stay tuned. Ilyse: The Current Podcast's theme is by Love Caliber. The current team includes Kat Vesce and Sydney Cairns. Damian: And remember,  Charlotte: especially in automotive, especially these luxury brands, it takes time to really ~ build that love in people's [00:21:00] hearts. And it, for many people starts early. Damian: I'm Damian. Ilyse: I'm Ilyse Damian: And we'll see you next time. And if you like what you hear, please subscribe and leave us a review. Also, tune in to our other podcast, The Current Report.

Episode 077: We live in a world where numbers rule—stacking up wealth, counting dollars, and chasing financial milestones. It's a common pitfall to equate money with happiness, as society frequently portrays financial success as the ultimate goal. While money can bring freedom and opportunity, it also reveals that as powerful as it is, it remains a tool, not a solution to all of life's challenges. In this episode, Kyle Van Pelt talks with Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, New York Times bestselling author, and the host of the Standard Deviations podcast. Daniel helps individuals and organizations thrive at the intersection of psychology and finance. His book, The Soul of Wealth, explores what wealth really is and provides practical suggestions for how to change your thinking and your actions in small, powerful ways. Daniel talks with Kyle about money, meaning, and the human side of wealth. Daniel dives deep into the often-overlooked aspects of wealth, the power of conscious spending, and the parallels between health and wealth.  In this episode: (00:00) - Intro (02:05) - The Soul of Wealth (06:47) - Daniel's thoughts on donor-advised funds (09:58) - The burden of wealth (17:19) - Why the influencer culture is rooted in half-truths (24:19) - The parallels between health and wealth (31:34) - New changes to Daniel's podcast, Standard Deviations (36:07) - Milemarker Minute Key Takeaways Every dollar spent is a vote for the kind of world you want to live in. Achieving financial success can bring unexpected challenges like isolation, anxiety, and a loss of purpose. It's crucial to recognize that money is a tool, not a solution to all problems. Money and online influence can provide fleeting satisfaction, but they don't replace authentic human connection, purpose, or love. It's easy to fixate on achieving a specific financial goal or level of success. However, finding joy in the journey and focusing on the behavioral and relational aspects of life are equally important. Quotes "I'm always looking for ways to humanize wealth, budgeting, and investing. Understanding that the way you spend every dollar is a vote for the kind of world you want to live in." ~ Daniel Crosby "Money is easy to stack. Money is easy to count. Money is easy to quantify. Because it is all those things, we treat it as a proxy for happiness." ~ Daniel Crosby "The five facets of a meaningful life are fun and leisure, deep work, loving relationships, meaning, and advancement. Money is only exceptional at scratching one of these itches." ~ Daniel Crosby "The belief that money is a tool that solves every problem is so hard to shake because it is riddled with half-truths. Money can't buy us happiness outright, but it can buy us the absence of misery. Money can't buy us love, but it can buy us chocolate and roses. Money can't buy us purpose, but it can buy us time to reflect on the meaning of life." ~ Daniel Crosby Links  Daniel Crosby on LinkedIn Orion Advisor Solutions The Soul of Wealth Standard Deviations Eric Clarke Neverwhere Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Oberle Risk Strategies⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠     * This episode is brought to you by ⁠Boulay, the industry standard for Quality of Earnings, tax, and audit services, serving search fund entrepreneurs for 20+ years⁠ * Dr. Daniel Crosby is a behavioral finance expert, the Chief Behavioral Officer at Orion Advisor Solutions, a Clinical Psychologist, and a New York Times best-selling author. In our wide-ranging discussion today, we discuss meaning, purpose, fear of the unknown, when to continue vs. when to persist, why we tend to ignore simple solutions to complex problems, why pessimism sounds more intelligent than optimism, how to use our money to buy back time, and how to spend our money in ways that will maximize happiness and contentment.

Host Matt Fisher talks to Chandra Osborn, Chief Behavioral Officer for AdhereHealth, about defining medication adherence and behavioral science; driving personalization with evidence based approach; adopting continuum of behavioral science approaches; creating effective mix of personal touch and technology touch. To stream our Station live 24/7 visit www.HealthcareNOWRadio.com or ask your Smart Device to “….Play Healthcare NOW Radio”. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen

S2E15: What's Trending NOW is how behavioral science can play a pivotal role in improving healthcare outcomes. Host Shahid Shah is joined by Dr. Chandra Osborn, Chief Behavioral Officer at AdhereHealth, a company driving adherence and health equity outcomes that enhance the quality of care for members, while simultaneously boosting client financial results. Chandra shares insights in the areas of medication adherence and addressing social determinants of health. To stream our Station live 24/7 visit www.HealthcareNOWRadio.com or ask your Smart Device to “….Play Healthcare NOW Radio”. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen

In this episode of Money & Meaning, host Jeff Bernier welcomes back Dr. Daniel Crosby, a New York Times bestselling author and Chief Behavioral Officer at Orion. Together, they discuss concepts from Crosby's new book, The Soul of Wealth, exploring how financial well-being intersects with psychology and personal growth. From defining “soulful wealth” to the psychology behind money and happiness, the conversation offers practical insights on aligning financial decisions with what truly matters for a fulfilling life. Topics covered:  Overview of Dr. Crosby's career and role as Chief Behavioral Officer at Orion  Exploring The Soul of Wealth and its unique, contemplative format  Defining “soulful wealth” and why wealth is about more than finances  The impact of meaningful work on life satisfaction and wealth  Research findings on money and happiness  Spending habits that contribute to lasting happiness and fulfillment  The link between generosity, well-being, and the concept of “wealth”  Behavioral insights for better financial decision-making  The importance of flexibility in financial planning to accommodate personal growth  Unique financial strengths and investment tendencies of women  Setting deeply personal, meaningful financial goals for stronger motivation Useful Links:  Jeff Bernier on LinkedIn: https://www.linkedin.com/posts/jeffberniercfp_the-money-and-meaning-show-activity-7202103509700227072-h0Qn/  Daniel Crosby on LinkedIn: https://www.linkedin.com/in/danielcrosby  Orion: https://orion.com/  TandemGrowth Financial Advisors: https://www.tandemgrowth.com/ 

Reflecting on Money and Meaning – with Dr. Daniel Crosby   On this episode we speak with psychologist, behavioral finance expert and New York Times best-selling author, Dr. Daniel Crosby. Dr. Crosby is the Chief Behavioral Officer at Orion Advisor Solutions, host of the Standard Deviations podcast, and author of numerous books on the psychology of money, investing and wealth including The Behavioral Investor and The Soul of Wealth: 50 Reflections on Money and Meaning. We talk about what prompted Dr. Crosby to pivot from clinical psychology to behavioral finance, how ChatGPT helped him write The Soul of Wealth, which chapters in the book are most meaningful to him, and what his two life goals are.    For more information: Find Dr. Daniel Crosby on LinkedIn The Soul of Wealth

Our guest on this episode is Dr. Daniel Crosby, New York Times bestselling author and Chief Behavioral Officer at Orion Advisor Solutions. Daniel joins us to discuss his new book - The Soul of Wealth: 50 Reflections on Money and Meaning. We discuss simple actions everyone can take to apply the lessons of behavioral finance to their own investing - actions that have a shockingly large impact on wealth accumulation. Daniel talks about why even the most experienced professional investors might benefit from having a financial advisor and how new research on willpower can help us be more effective investors. We end with an overview of Daniel's new research on the three principles that seem to drive the most purposeful lives.-----EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Kevin on SubStack & read his Book.Follow Daniel on LinkedIn and read his book.Episode TimeStamps: 02:09 - Introduction to Daniel Crosby07:55 - What caused Crosby to write his book?11:28 - How would Crosby like people to...

In this episode of The Resilient Advisor Show, Jay Coulter interviews Dr. Daniel Crosby, the Chief Behavioral Officer at Orion, discussing a wide array of topics from health to financial wisdom and his latest book, The Soul of Wealth. Dr. Crosby begins by sharing his health journey, which began as a support effort for a friend and evolved into a structured plan focused on mindfulness and protein intake. This journey helped him realize the impact of mindful eating and the pitfalls of mindless snacking. Dr. Crosby explores themes from The Soul of Wealth, emphasizing how wealth can provide fulfillment if used with intention. They discuss concepts like the top regrets of the dying, where he reflects on how focusing on the temporary nature of life can lead to more meaningful choices. Another major theme in his book is social isolation, worsened by social media's “empty-calorie” interactions, which create a sense of connection without true closeness. Additionally, Dr. Crosby highlights how intentional spending—on experiences, relationships, or self-fulfillment—can lead to lasting happiness. The episode concludes with Jay discussing how The Soul of Wealth can be used in financial advising, especially for clients who struggle with meaningful spending or transitioning to a decumulation phase. Dr. Crosby's work is positioned as a resource to guide clients toward deeper fulfillment and intentional use of wealth. He recommends Amazon for purchasing his book, hoping it inspires readers to blend financial success with genuine life satisfaction. Learn about Resilient Advisor Coaching and Training: https://www.resilientadvisor.com

Dr. Daniel Crosby is a psychologist, behavioral finance expert, and New York Times bestselling author. His works, The Laws of Wealth and The Behavioral Investor have transformed how we think about investing by shedding light on the emotional and cognitive biases that often shape our financial behavior. He also serves as Chief Behavioral Officer at Orion Advisor Solutions, guiding advisors in helping clients align their investments with what matters to them.Today, Daniel is here to discuss his latest book, The Soul of Wealth: 50 Reflections on Money and Meaning. This book challenges the conventional approach to wealth by diving into its emotional dimensions. It explores how financial well-being is not just about accumulation but also about aligning money with personal values and meaning. Daniel encourages us to reflect deeply on what it means to live a wealthy life—not just financially but emotionally and spiritually.

Thrilled to welcome Daniel Crosby, Ph.D., who writes books with the coolest titles:  Everyone You Love Will Die

Investing for the future can be daunting. And while many of us assume the key is mastering the market's financial aspects, a persuasive argument says the behavioral side is perhaps even more critical. How we think about money can significantly impact our journey to financial freedom in retirement. But where exactly is that intersection of mind and markets? Dr. Daniel Crosby is the Chief Behavioral Officer at Orion Advisor Solutions and a leading voice in decoding market psychology. His books always seem to hit the NY Times Bestseller list or win some kind of investment award, but the truth is that his PhD isn't in finance or economics but rather in Clinical Psychology. By applying his research and analysis to everything from financial product design to security selection, he helps others grasp economic behaviorism so they can reap the long-term benefits of making healthy, self-aware decisions. That sounds pretty compelling to me. Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to Growthmates with Kate Syuma — Growth advisor, previously Head of Growth Design at Miro. I'm building Growthmates as a place to connect with inspiring leaders to help you grow yourself and your product. Here you can learn how companies like Dropbox, Adobe, Canva, Loom, and many more are building excellent products and growth culture. Get all episodes and a free playbook for Growth teams on our brand-new website — growthamtes.club, and press follow to support us on your favorite platforms. Listen now and subscribe on your favorite platforms — Apple, Spotify, or watch on YouTube (new!).—In this episode, I chat with Amy Bucher, Chief Behavioral Officer at Lirio and author of Engaged. We delve into the world of behavioral design, exploring how understanding human behavior can lead to more ethical and effective product development. Amy shares her journey from academia to leading behavioral design teams, and how frameworks like the COMBEE model and Behavior Change Wheel are essential tools for influencing user behavior.By the end of this episode, you'll learn how to apply behavioral science principles to your product, understand the importance of ethical design, and gain insights into leveraging AI for personalized user experiences

Send us a Text Message.Join us for an exciting conversation with Lamarque Polvado, a serial entrepreneur whose career trajectory was forever changed by the diagnosis of his daughter with severe autism and Dean Browell, Social Listening Innovator and Chief Behavioral Officer of Feedback.  In this episode you will learn about the remarkable results of a recent pilot study conducted at Travis AFB and an innovative app that is revolutionizing the way that military families with children with special needs are getting access to the resources that they need.   https://carestarter.co/aboutSupport the Show.Click here to support Behind the Warrior Podcast today! https://interland3.donorperfect.net/weblink/weblink.aspx?name=E110509&id=354

In this latest episode, Fairport Wealth Advisor Aaron Nuti sits down with Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, to discuss behavioral finance, the meaning of wealth, and practical applications of behavioral science in financial advising.

Most boutique firms strive to raise more funds and stay ahead of market trends. But they lack one key ingredient that the bigs have in their back pockets– behavioral finance expertise. Today, Brendan Frazier, Chief Behavioral Officer of the $4B RIA platform RFG Advisory, is here to level the playing field.  Listen in as he and Stacy discuss: The unique challenges boutiques face when raising capital How to tap into the human psyche to raise more funds and land more meetingsA behavioral finance deep dive: why certain sales tactics hit different for small shopsHow your fear of hearing ‘no' could be sabotaging your firm's growth   About Brendan Frazier: Brendan Frazier is the Chief Behavioral Officer at RFG and the host of The Human Side of Money podcast, where he helps advisors and their clients master the emotional and psychological side of money. After starting his career as a consultant to financial advisors around the country, he started his own advisory business and was twice named one of Investopedia's Top 100 Financial Advisors in the U.S. Most recently, he built a global training platform for financial advisors to develop the behavioral, psychological, and emotional skill set required to serve clients at the highest level. When he's not diving into the latest behavior and psychology research, he is spending time with his wife, Shannon, and two sons, Brooks and Shepherd. And, he welcomes all unsolicited advice on how to successfully raise two boys.Resources Mentioned in This Episode: Songs: Tyler Hubbard - Dancin' In The Country (Official Music Video)Books: You're Not Listening: What You're Missing and Why It Matters by Kate Murphy,  Essentialism: The Disciplined Pursuit of Less by Greg McKeown  - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership

Back by popular demand: the connection between reputation and brand is inextricably linked. This is even more important for hospitals and health systems focused on recruitment and retention efforts. In this episode, hosts Reed Smith and Chris Boyer discuss the relationship between reputation and brand, and share ways in which corporate reputation can be adopted by organizations that sometimes struggle with change. Dean Browell, Chief Behavioral Officer of Feedback, joins to share how he works with health systems to use social listening to provide critical insight into their employees.  Mentions from the show:  3 patient engagement strategies providers are neglecting The Relationship Between Reputation and Brand 2022 Look Ahead: How Corporate Reputation Has Become Currency for Companies to Succeed www.DiscoverFeedback.com Dean Browell on LinkedIn Chris Boyer on LinkedIn Chris Boyer on Twitter Reed Smith on LinkedIn Reed Smith on Twitter Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to the third episode of Framework's special behavioral finance series.In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, is joined by Daniel Crosby, Ph.D., Chief Behavioral Officer at Orion Advisor Solutions, for a glimpse into his experience with the behavioral finance industry and a discussion about the intersection of money and meaning. Dr. Crosby shares his journey from clinical psychology to finance, introducing the "three Bs" of a meaningful life and the four common behavioral errors in finance. He also talks about his upcoming book "The Soul of Wealth" and the importance of communication about finances in relationships, offering information about navigating these complex issues for advisors and clients.Daniel discusses: His journey into the psychological side of the financial industryThe role money plays in the meaning of lifeThe four most common behavioral errors: ego, emotion, attention, and conservatismHow advisors can use behavioral finance as a mirror on their own behavior and practice what they preach to clientsBalancing monetary wealth and soulful wealthSome of the challenges couples face when discussing moneyBehavioral finance training and certification programs recommended for advisorsWhat advisors need to reframe their thinking about when it comes to behavioral financeAnd moreResources:The Behavioral Investor by Dr. Daniel CrosbyThe Soul of Wealth: 50 Reflections on Money and Meaning by Dr. Daniel CrosbyMan's Search for Meaning by Viktor FranklThe Creative Act by Rick RubinOrion's BeFi20 Assessment ToolOrion Advisor AcademyConnect with Ana Trujillo Limón: Carson Group LLCLinkedIn: Ana Trujillo LimónConnect with Daniel Crosby:Orion Behavioral FinanceLinkedIn: Daniel CrosbyAbout our Guest: Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby recently co-authored a New York Times Best-Selling book titled, Personal Benchmark: Integrating Behavioral Finance and Investment Management. Send us your questions, we'd love to hear from you! Email us at framework@carsongroup.com.

Today, I'm talking with Dr. Daniel Crosby, a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets.As the Chief Behavioral Officer at Orion Advisor Solutions, Daniel develops tools and tech that make it easier for financial advisors to apply behavioral science to the real world.He's authored books such as: "The Laws of Wealth," which was named the best investment book of 2017 by the Axiom Business Book Awards AND “The Behavioral Investor”, which provides a comprehensive look at the neurology, physiology, and psychology of sound financial decision-making. He's also about to release The Soul of Wealth: 50 Reflections on Money and Meaning, which you can now pre-order. In this episode, Daniel and I talk all about the relationship between money and living a meaningful and happy life. We also talk about what I call the “Entrepreneurial Lie”, his latest book, The Soul of Wealth, his book writing process, how to lead from a place of authenticity, and so much more! 3 of the biggest insights from Daniel Crosby… The psychological connection between money and happiness – and how to break the cycle of putting work before everything else. Daniel's framework for writing a book with impact and the simple steps any advisor can take to overcome writer's block and knock out that first book – regardless of how busy your schedule is. The power of authentic leadership – and how to build genuine connections by embracing imperfections and showing vulnerability. GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREWToday's Gift: Get a free copy of Daniel's book, The Laws of Wealth: Psychology and the Secret to Investing Success" [while supplies last]To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "50" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/50FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts, and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations

Embark on a journey of entrepreneurial resilience with Dr. Michael Barbera, Chief Behavioral Officer at Clicksuasion Labs, in this episode of Forward with NACCE. From founding his first business at 13 to navigating the complexities of consumer psychology, Dr. Barbera shares strategies for turning challenges into triumphs. Explore the power of objective planning, SMART goals, and the art of creating experiences that forge lasting connections with consumers. Whether you're in business or seeking personal growth, Dr. Barbera's insights provide a roadmap for resilience and success in the ever-evolving entrepreneurial landscape.Ready to move forward with NACCE? Learn more about the National Association of Community College Entrepreneurship.Follow NACCE on Facebook, Twitter, and LinkedIn.Watch this episode on YouTube!

"Healthcare Marketing - The Realm of Quantitative and Qualitative Data Join Dean Browell, Chief Behavioral Officer at Feedback, Danny Fell, Sr. Strategist at Optum, and podcast host Alan Tam as they discuss the concepts of quantitative and qualitative data for healthcare marketing. They dive into the importance of combining both data types for a more comprehensive understanding of the patient and driving them to care. The trio covers both pitfalls and strategies for success, highlighting key use cases and the need for human involvement in interpreting data. The conversation also touches on the role of technology, AI, and the current state of data-driven marketing in healthcare. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen/

Behavior science can improve leadership in many organizations. In this episode,  Adam Torres and Kurt Nelson, PhD, Founder & Chief Behavioral Officer at Lantern Group and Co-host of Behavioral Grooves, explore how behavioral science is helping organizations and Kurt's book, Mission Matters: World's Leading Entrepreneurs Reveal Their Top Tips To Success (Business Leaders Edition Vol. 10).Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.Apply to be a guest on our podcast:https://missionmatters.lpages.co/podcastguest/Visit our website:https://missionmatters.com/Support the showMore FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia

Consumers and investors are in the holiday mood. Goldilocks may be in the house Thinking about your brain on finance... A great topic to discuss with our Guest – Dr. Daniel Crosby - Chief Behavioral Officer with Orion. We talk about liquid happiness, measuring brain activity and more on Dunning-Kruger. Dr. Daniel Crosby, a behavioral finance expert and sought after thought leader on market psychology, is the Chief Behavioral Officer at Orion. His ideas have appeared in the Huffington Post, Think Advisor, and Risk Management, as well as columns for WealthManagement.com and Investment News. Daniel was named one of Investment News "40 Under 40" and a “financial blogger you should be reading” by AARP. Daniel's second book, "Personal Benchmark", co-authored with Charles Widger of Brinker Capital, was a New York Times bestseller that outlines a highly personalized approach to investing that aligns intention with action while fostering an investment experience that is both enjoyable and rational. In his bestselling book, The Behavioral Investor, psychologist and asset manager Dr. Daniel Crosby examines the sociological, neurological and psychological factors that influence our investment decisions and sets forth practical solutions for improving both returns and behavior. Readers will be treated to the most comprehensive examination of investor behavior to date and will leave with concrete solutions for refining decision-making processes, increasing self-awareness and constraining the fatal flaws to which most investors are prone. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (AAPL), (USO), (GME)

Join Dean Browell, Chief Behavioral Officer at Feedback, Danny Fell, Sr. Strategist at Optum, and podcast host Alan Tam as they discuss the concepts of quantitative and qualitative data for healthcare marketing. They dive into the importance of combining both data types for a more comprehensive understanding of the patient and driving them to care. The trio covers both pitfalls and strategies for success, highlighting key use cases and the need for human involvement in interpreting data. The conversation also touches on the role of technology, AI, and the current state of data-driven marketing in healthcare. Hosted on Acast. See acast.com/privacy for more information.

With Neil Bage | Co-Founder of Shaping Wealth | Keynote Speaker | Applied Behavioural Science BIO: Neil Bage is a seasoned expert in merging complex behavioural science with practical, tech-driven applications. With extensive experience as a Chief Behavioral Officer for a UK-based financial planning firm and as the founder of an award-winning behavioural technology business, Neil has shared his insights with thousands of professionals globally. His expertise spans human evolution, biology, and behavioural psychology. Why You Should Listen: In this episode, we closely examine the often-neglected human experience of money. While financial talks usually focus on numbers and math, Neil helps us uncover the deeper aspects of our connection with money. He emphasizes that grasping and accepting this personal journey can pave the way for more satisfying and meaningful financial discussions. We also discuss a fundamental concept: there are two types of problems in the financial world. First, we have the complicated ones, which we can solve using calculations and data. Then, there are the complex problems rooted in our human nature. We must address both types to thrive in our relationship with money truly. It's important to note that complicated solutions can't fix complex issues. Unearth insights on cultivating trust, curiosity, and surrender in your financial journey, and understand the intricate relationship between our brain's survival instincts and our financial decisions. Highlights: Neil's expertise in bridging behavioural science with practical applications The disparity between our evolving brains and our society's reliance on money How to build trust in our financial lives The power of curiosity and surrender in understanding our relationship with money How our brain's wiring relates to survival and thriving within our relationships to money The importance of recognizing the unique human experience of money Objective problem-solving in finance: retirement planning, debt management, insurance, and savings Quotes: "Your life is your life" Neill Bage Links: Shaping Wealth: CLICK HERE Neil on Twitter: @neilbage

Episode 013: Behavioral finance has been gaining traction in the wealth management industry as more advisors recognize its potential to provide better advice and improve client outcomes. The enthusiasm for its adoption has grown, and the value it brings to clients is undeniable. As technology continues to advance, embedding behavioral finance into an advisor's workflow will become increasingly important.  In today's episode of Connected, Kyle talks with Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions. They discuss the importance of behavioral finance in the wealth management industry. A psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets, Dr. Crosby shares his insights on adopting behavioral finance by advisors and the value it adds to their practices.  Dr. Crosby also shares his favorite books, his writing process, and his thoughts on the nicest cities for people, food, art, and sports and the importance of experiencing a city through the eyes of someone who loves it. Join us as we discuss: [03:26] - How Dr. Crosby became a fan of the Cardinals. [07:31] - The adoption of behavioral finance in the advisor community. [10:39] - The increase in enthusiasm for behavioral finance. [14:32] - Behavioral finance as a competitive advantage for advisors. [19:25] - The most popular books authored by Dr. Crosby. [21:58] - Dr. Crosby's thought process when writing a book. [29:19] - Dr. Crosby's picks for the best cities for food, sports, people, and arts. Key Takeaways Behavioral finance is gaining momentum in the wealth management industry, but adoption has been uneven. Research shows that advisors who incorporate behavioral finance practices have higher wallet share capture from clients. Behavioral coaching is an essential value-add for advisors, even though clients may not explicitly recognize its importance. Technology excels at speed and precision, but behavioral finance requires human connection and empathy. Every city has unique and worthwhile aspects, and finding someone who loves their city can help you discover its best parts. Quotes "The enthusiasm for behavioral finance has never been greater. But to take it to the next level, we need tools and technology that can exist on an advisor's desktop." ~ Dr. Daniel Crosby "People who intentionally and explicitly used behavioral finance in their practices last year had three times the wallet share capture of those who didn't. So they got three times more assets from existing clients than people who didn't." ~ Dr. Daniel Crosby "Behavior is the last stand of the advisor. If you look at what tech does well, it does speed and precision stuff well. What it doesn't do well is selling and connecting and empathizing." ~ Dr. Daniel Crosby Links  Dr. Daniel Crosby on LinkedIn Dr. Daniel Crosby on Twitter Orion Advisor Solutions Standard Deviations with Dr. Daniel Crosby Orion Advisor Academy The Laws of Wealth The Behavioral Investor St. Louis Cardinals Atlanta Braves Merrill Lynch Morningstar Vanguard Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Google Podcasts Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

This edition of The Weighing Machine marks the inaugural episode of "What's on Your Bookshelf," a segment that delves into the personal libraries of guests. This literary journey begins with exploring Dr. Daniel Crosby's bookshelf, Orion's Chief Behavioral Officer.  What makes this edition so extraordinary is its unique focus on the world of books and their impact on Dr. Daniel's life. From the book that has left a mark on his heart and mind to the oldest resting on his bookshelf, this episode goes deep into the world of literature. Key Takeaways [02:24] - The book that's had the most significant impact on Dr. Daniel's life. [04:34] - The books that he has given most. [08:34] - Books Dr. Daniel authored that he is most proud of. [11:31] - Best books in finance Dr. Daniel has not written. [14:11] - Favorite author. [15:48] - The story behind the oldest books on Dr. Daniel's bookshelf. [20:23] - Annual book selection. [23:17] - Criteria for purchasing new books. [27:07] - The book that challenges his perspective. [32:52] - Dr. Daniel's take on the impact of AI on the financial industry. [34:09] - Favorite investment strategy. [35:11] - How Dr. Daniel maintains his physical and mental energy. [37:07] - The people Dr. Daniel is thankful for professionally. [39:54] - Podcast recommendations. Quotes [03:03] - "The most valuable part of my education was having to ground your interventions and thinking in a philosophy and make sure that the things that you were doing with clients were underpinned by research and theory and just some consistent thinking and not just grab baggy." ~ Dr. Daniel Crosby [21:40] - "Behavior change is the root of everything I do. I love the themes of reinvention. I am a foolish optimist in thinking that even really wayward people can, at any moment, turn it all around and totally reinvent themselves and do differently." ~ Dr. Daniel Crosby Links  Dr. Daniel Crosby on X Orion Behavioral Finance Standard Deviations with Dr. Daniel Crosby How to Disappear Completely by Radiohead  Either/Or - Album by Elliot Smith  Turn! Turn! Turn! (To Everything There Is a Season) by The Byrds  Tetragrammaton - "Rory Sutherland" with Rick Rubin Man's Search for Meaning by Viktor Frankl Bonds That Make Us Free: Healing Our Relationships, Coming to Ourselves by C. Terry Warner  Leadership and Self Deception: Getting Out of the Box by The Arbinger Institute  You're Not That Great by Dr. Daniel Crosby  The Laws of Wealth: Psychology and the secret to investing success by Dr. Daniel Crosby  The Behavioral Investor by Dr. Daniel Crosby  Everyone You Love Will Die by Dr. Daniel Crosby  Nudge: Improving Decisions About Health, Wealth, and Happiness by Richard H. Thaler and Cass R. Sunstein  The Psychology of Money: Timeless lessons on wealth, greed, and happiness by Morgan Housel  Thinking, Fast and Slow by Daniel Kahneman  The Little Book of Behavioral Investing: How not to be your own worst enemy by James Montier  Either/Or: A Fragment of Life by Soren Kierkegaard  The Little Prince by Antoine De Saint-Exupéry  The Giving Tree by Shel Silverstein  The Tree Who Set Healthy Boundaries by Topher Payne  Thidwick the Big-Hearted Moose by Dr. Seuss  A Christmas Carol by Charles Dickens  Ametora: How Japan Saved American Style by W. David Marx  The Righteous Mind: Why Good People Are Divided by Politics and Religion by Jonathan Haidt  Behavioral Portfolio Management: How successful investors master their emotions and build superior portfolios by C. Thomas Howard  The Creative Act: A Way of Being by Rick Rubin  Viktor Frankl's Logotherapy  Dr. Crosby's Behavioral Finance Reading List Connect with Us Meet Rusty Vanneman, Orion's Chief Investment Officer Check Out All of Orion's Podcasts Power Your Growth with Orion 2602-OPS-9/19/2023

This is the first of a 4-part miniseries with Dr. Daniel Crosby, Chief Behavioral Officer at Orion and host of Standard Deviations podcast. We are joining forces because selling successfully requires combining art and science. Right brain and left brain.  In this episode, Dr. Daniel Crosby and I discuss 3 behavioral biases:Mere Exposure Effect: our tendency to develop preferences for things simply because we are familiar with themLoss-Aversion Bias: a cognitive bias that describes why the pain of losing is psychologically twice as powerful as the pleasure of gainingStatus Quo Bias / Inertia: aversion to changeAbout Dr. Daniel Crosby Dr. Daniel Crosby is a psychologist, behavioral finance expert, and New York Times bestselling author who helps organizations understand the intersection of mind and markets. He is also a father of 3, a fanatical follower of the St. Louis Cardinals, an explorer of the American South, and an amateur hot sauce chef. Resources mentioned in this episode:Book: The Behavioral InvestorBook: AlchemyWant more help with sales and storytelling? +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth: https://www.stacyhavener.com/subscribe 

Behavioral science can have a direct impact on employee performance. In this episode, Adam Torres interviewed Kurt Nelson, PhD, Founder & Chief Behavioral Officer at Lantern Group and Co-host of Behavioral Grooves. Explore employee performance, behavioral science and the upcoming book Kurt will be launching with Mission Matters. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.Apply to be a guest on our podcast:https://missionmatters.lpages.co/podcastguest/Visit our website:https://missionmatters.com/Starfleet Leadership Academy - Leadership Through Star TrekThe most unique leadership podcast you've ever heard.Listen on: Apple Podcasts SpotifySupport the showMore FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia

How can we account for the messiness of human beings when designing fintech apps? New York Times bestselling author and Chief Behavioral Officer to Orion, Daniel Crosby, stops by the studio to chat with Nicole about behavioral finance and the role it plays in fintech. As a former Ph.D. psychology grad, Daniel's knowledge of the role that human behavior plays in financial decisions is second to none. He explains how we can use those behavioral decisions to help people spend money in ways that will incite joy instead of judgment and to destigmatize the financial struggles around money that are so commonplace. Plus, can you name the top three worries most Americans have in their daily lives? Hint: they all have to do with money. Follow Daniel: LinkedIn: https://www.linkedin.com/in/danielcrosby/ Buy Daniel's Books: The Behavioral InvestorThe Laws of Wealth Follow Nicole:LinkedIn: linkedin.com/in/nicole-casperson-0820a5133/Twitter: https://twitter.com/nicolecasperson And if you love listening to Humans of Fintech, please leave me a 5-star review on Rate My Podcast: https://ratethispodcast.com/humansoffintechThank you so much!You can keep up-to-date with everything Humans of Fintech at https://workweek.com/brand/wtfintech/ And if you've enjoyed Humans of Fintech why not try: Chicks of FinTwit, Tech Unlocked, Breaking Banks or Fintech Insider

Dr. Daniel Crosby is a psychologist, behavioral finance expert, and New York Times bestselling author who helps organizations understand the intersection of mind and markets.In this episode, Dr. Daniel Crosby and I discuss:There are fewer Chief Behavioral Officers than people who have walked on the moon… so what the heck is a Chief Behavioral Officer?Daniel's backstory: How he combined his familiarity with financial advising (his dad was an advisor!) with his love of psychology to break away from counseling and get into behavioral finance The science of why storytelling works:How our energy efficient, metabolically expensive brains transform complicated decisions into easier questionsYuri Hassan's research on brain scans and storytellingAre highly intelligent humans like Nobel Prize winners immune to the powers of storytelling?Are people buying a fund or are they hiring a human?CAIA's research study on qualitative vs quantitative due diligenceA research study on hiring biasesCialdini's 6 Principles of InfluenceThe science behind authenticity and how it helps us connect with people How Daniel's authentic story about his struggle with Diet Coke went viral and got retweeted by Elon Musk Is storytelling manipulative?What qualities a successful salesperson needs (brace yourself for this one)Resources mentioned in this episode:Report: CAIA's report on qualitative due diligence vs quantitative due due diligencePodcast: Standard Deviations | EP144 with Stacy Havener - The Power of a Story Book: Personal Benchmark: Integrating Behavioral Finance and Investment Management by Charles Widger and Daniel Crosby Book: Man's Search for Meaning by Viktor E. Frankl - - - Thank you to our Billion Dollar Backstory podcast sponsor: Ultimus Fund Solutions. You want to launch an interval fund (but don't know where to start). Ultimus has your back. Their in-depth guide answers your real questions. 

As a financial advisor, it is essential to ensure that clients make informed investment decisions that secure their financial futures. However, client behavior, emotions, and biases can often get in the way. These factors can cloud judgment and impact the ability to make smart investment choices.  In this episode, Steve talks with Dr. Daniel Crosby, Chief Behavioral Officer at Orion. Daniel is a psychologist, behavioral finance expert, and asset manager who applies his study of market psychology to everything from financial product design to security selection. He is co-author of the New York Times bestseller Personal Benchmark: Integrating Behavioral Finance and Investment Management and founder of Nocturne Capital. Daniel was named one of the "12 Thinkers to Watch" by Monster.com, a "Financial Blogger You Should Be Reading" by AARP, and in the "Top 40 Under 40" by Investment News. A psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets, Daniel talks with Steve about behavioral management, the framework for helping clients make better investment decisions, and how advisors can differentiate themselves from their peers.   Key Takeaways [02:28] - How Daniel got to where he is today. [06:14] - How Daniel simplifies psychology into a practical, solution-focused approach. [09:07] - What a typical week looks like for Daniel. [16:02] - How advisors can learn behavior management. [21:28] - What Daniel thinks about advisors showing vulnerability to clients. [24:17] - How to determine whether a client is on board with an advisor. [27:04] - Why clients fail to implement a financial plan. [30:14] - The framework for helping clients make better investment decisions. [35:07] - How advisors can differentiate themselves from their peers. [40:02] - Daniel's biggest 'aha' moment in his career.   Quotes [18:55] - "The number one reason people fail to seek an advisor is the fear of being judged." ~ Dr. Daniel Crosby [20:33] - "Looking at behavioral finance as a mirror of your own behavior, doing your own work, putting yourself in situations where you're a rung down on the power ladder, and getting feedback are powerful ways to learn behavioral skills." ~ Dr. Daniel Crosby [38:52] - "People don't want wealth management. They want happiness, and they want freedom and time with family. Help them understand how you're going to get that." ~ Dr. Daniel Crosby   Links  Dr. Daniel Crosby on LinkedIn Dr. Daniel Crosby on Twitter Standard Deviations Podcast The Behavioral Investor Eric Clarke Predictably Irrational Morningstar   Connect with our hosts Steve on LinkedIn Buckingham Strategic Partners   Subscribe and stay in touch Apple Podcasts Spotify Steve on LinkedIn Follow Buckingham Strategic Partners on Twitter   Disclosure For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based upon third party data which may become outdated or otherwise superseded without notice. Third party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Some analysis presented is based off current economic information and may become outdated or irrelevant without notice. Individuals should speak with their qualified financial professional based on his or her unique circumstances. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this podcast. © 2022 Buckingham Wealth Partners, LLC. Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC (collectively, Buckingham Wealth Partners)

On our 100th episode of Bridging The Gap, I have the honor of being joined by my good friend and a fellow ATL-ien, Daniel Crosby. Daniel is the Chief Behavioral Officer at Orion Advisor Solutions, a psychologist, a behavioral finance expert, an author, and he helps organizations understand the intersection of the mind and markets. We start the conversation with some of the difficulties he's faced when working with clients to help them feel comfortable while speaking about data or money without them feeling scared. We also discuss rewiring the human brain to accept tough conversations, helping our clients understand why they want to reach their specific goals, and what we see in the future of technology to increase personalization within client communications. Listen today for Daniel's view into psychology, money, and the future of financial services.Daniel Crosby Bio:Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby's first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into 7 languages. His latest work, The Behavioral Investor, is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making.Follow Us And Find More Content For Financial Advisors and Wealth Management Firms At:www.mattreiner.comYouTubeTwitterLinkedInMentioned in this episode:Benjamin

Today we take a seat in the suite, live from Orion Fuse Park City Utah, with the one and only Dr. Daniel Crosby. Daniel is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. He is the Chief Behavioral Officer at Orion Advisor Solutions, Orion is a tech powerhouse, designed to bring together leading-edge technology and wealth management. Through a most-in-one advisor platform, Orion powers the success of growth-focused advisors, helping them compete more successfully. His role entails bringing behavioral tools, training, and technology to financial advisors and investors so that they can make better decisions with their money. Daniel holds a Ph.D. in Psychology from Brigham Young University and started his career as a consultant before joining Brinker Capital as Chief Behavioral Officer in 2018, which Orion Advisor Solutions then acquired.Daniel hosts the award-winning podcast, "Standard Deviations," in which he discusses with his guests everything from finance to retirement to wellness you can find it on all the major podcast platforms.To date, he's written five books on behavioral finance. His first book, 'Personal Benchmark: Integrating Behavioral Finance and Investment Management,' was a New York Times bestseller, and his second book, 'The Laws of Wealth,' was named the best investment book of 2017 by the Axiom Business Book Awards and been translated into seven languages! One of the many gifts you'll discover about Dr. Daniel Crosby in this episode is his gift for transforming research methodology data and financial terms into simple and easy-to-implement strategies in real-life. Within seven years, he's launched five books in which he has simplified behavioral finance concepts and looks at the psychology, physiology, and sociology of financial decision-making. Daniel's ideas have also appeared in the Huffington Post, Risk Management Magazine, WealthManagement.com, and Investment News. Daniel was named one of the "12 Thinkers to Watch" by Monster.com and a "Financial Blogger You Should Be Reading" by AARP. Without a doubt, Daniel's insights on how emotions can cloud our judgment and impact logical decisions can give us all food for thought.While today's episode is jam-packed with great insights into the evolution and future of financial behavior, we also get a glimpse into Daniel's personal life, his life as a husband, a father, and a FinTwit sensation, and his viral tweet with Elon Musk In The Suite!!! Resources Dr. Daniel Crosby Standard Deviations PodcastTina Powell's Episode on Standard Deviations PodcastDr. Daniel Crosby on Amazon Orion Advisor Solutions Orion Advisor Fuse Dr. Daniel Crosby on Twitter Daniel Crosby on Instagram Daniel Crosby on LinkedIn 

Get CME Here: https://earnc.me/9cCgwh  When it comes to investing, the things that have served us well previously are no longer serving us in the same way. It is during these uncertain times in the market that people begin to panic and make uneducated or misguided decisions regarding their investments. So, how do we know what we should be doing—and how can we ensure we're being good investors? In this episode, Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, describes some of the common behavioral mistakes that investors make and how our biological hardwiring may actually hinder our finances at times. Learn more: https://apmsuccess.com/172               Watch the video: https://apmsuccess.com/172v     

For organizations, the connection between reputation and brand is inextricably linked. This is even more important for hospitals and health systems focused on recruitment and retention efforts. In this episode, hosts Reed Smith and Chris Boyer discuss the relationship between reputation and brand, and share ways in which corporate reputation can be adopted by organizations that sometimes struggle with change. Dean Browell, Chief Behavioral Officer of Feedback, joins to share how he works with health systems to use social listening to provide critical insight into their employees.  Mentions from the show:  3 patient engagement strategies providers are neglecting The Relationship Between Reputation and Brand 2022 Look Ahead: How Corporate Reputation Has Become Currency for Companies to Succeed www.DiscoverFeedback.com Dean Browell on LinkedIn Chris Boyer on LinkedIn Chris Boyer on Twitter Reed Smith on LinkedIn Reed Smith on Twitter Learn more about your ad choices. Visit megaphone.fm/adchoices

In this edition of Show Us Your Portfolio, we speak with Dr. Daniel Crosby. Daniel is an expert an investor behavior and the Chief Behavioral Officer at Orion. We speak with Daniel about how he thinks about constructing his personal portfolio and the steps he takes to limit the negative effects of behavior in it. We also discuss his views on both equities and bonds and how he incorporates them into his strategy, how he thinks about 529 plans and college savings, his views on leaving money to his children, some of his biggest investing mistakes and a lot more. We hope you enjoy the discussion. ABOUT THE PODCAST Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors. SEE LATEST EPISODES https://www.validea.com/excess-returns-podcast FIND OUT MORE ABOUT VALIDEA https://www.validea.com FOLLOW OUR BLOG https://blog.validea.com FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau

Investing is about making decisions with money, and emotions can often get in the way of making rational decisions. To succeed in investing, what factors do people need to understand to make better decisions, avoid common mistakes, and ultimately make more money? In this episode, Tommy talks with Daniel Crosby, Ph.D., the Chief Behavioral Officer at Orion Advisor Solutions. Daniel is a psychologist and behavioral finance expert who helps organizations understand the intersection of the mind and markets. He recently co-authored a New York Times best-selling book titled, “Personal Benchmark: Integrating Behavioral Finance and Investment Management”. Daniel was also named one of the "12 Thinkers to Watch" by Monster.com, a "Financial Blogger You Should Be Reading" by AARP, and in the "Top 40 Under 40" by Investment News. During their conversation, Daniel talks with Tommy about the psychological factors that influence investment decisions, the intersection of mind and markets, and the relationship between money and happiness. Key Takeaways [00:55] - What attracted Daniel to financial psychology and behavioral economics. [07:11] - How behavior affects client outcomes. [13:56] - How people recall their purchases or investments. [18:23] - People's perceptions of the economy. [20:28] - The mere exposure effect on investing. [22:38] - How investors can better understand what is going on in the market. [26:11] - People's thoughts on money and happiness. [30:58] - The story of Daniel becoming a Cardinals fan. [33:31] - The motivation behind Daniel's book, “You're Not That Great”. Quotes [10:54] - "Investing your money is not that hard. The tricky part is sticking with it, behaving yourself along the way, and having the right actions." ~ Daniel Crosby [16:07] - "People with a long-term relationship with an advisor have three times the wealth of their peers who don't receive advice, even when you control things like income and salary." ~ Daniel Crosby [24:23] - "Most people's choices are as good or bad as the things and the people they surround themselves with." ~ Daniel Crosby [29:18] - "People think they're buying happiness. They think they're buying their way out of stress when they're piling more stress on because they don't understand the relationship between money and happiness." ~ Daniel Crosby Links  Daniel Crosby on LinkedIn Orion Advisor Solutions The Laws of Wealth: Psychology and the secret to investing success You're Not That Great The Behavioral Investor St. Louis Cardinals Atlanta Braves TEDx Huntsville - Daniel Crosby - You're Not That Great: A Motivational Speech Connect with our hosts Mammoth Tommy on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts Learn more about Mammoth Scientific's Health & Tech Fund 1 When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc. Visit Mammoth.vc today!

This week, we were honored to sit down with behavioral finance expert, Dr. Daniel Crosby. He has spent years studying and learning the psychology of investing and how human behavior is affected by markets. He has published a number of books and host his own podcast, Standard Deviations. He joins...

Today, we have access to so much data that we often find ourselves in “analysis paralysis.” So, how do you know what data is sending you a signal and what data is simply noise? In this episode, Dr. Dean Browell and Lamarque Polvado join the podcast to explore how they are using data in new and innovative ways to connect people to resources and provide companies with a more accurate picture of what their employees are thinking. Sharing insights and cutting-edge ideas about analytics and research, Dean and Lamarque will leave listeners wanting to learn more! --- ABOUT OUR GUESTS Dr. Dean Browell is the Chief Behavioral Officer at Feedback, a research company with a passion for how generations interact online. Lamarque Polvado is a TEDx speaker and the Founder and CEO of CareStarter, an organization transforming pediatric healthcare. --- SUBSCRIBE TO THE SERIES: YouTube | Spotify | Apple Podcasts | Google Podcasts | Overcast | RadioPublic | Stitcher FOLLOW US: Website | Facebook | Twitter | LinkedIn POWERED BY CLASSLINK: ClassLink provides one-click single sign-on into web and Windows applications, and instant access to files at school and in the cloud. Accessible from any computer, tablet, or smartphone, ClassLink is ideal for 1to1 and Bring Your Own Device (BYOD) initiatives. Learn more at classlink.com.

There are a multitude of factors that go into an individual's investment choices. This week on The Yield, Peter Kerr, CFA is joined by Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, a tech powerhouse designed to bring together bleeding edge technology and wealth management, to discuss these factors, and the trends in investor sentiment.

Rusty Vanneman is the Chief Investment Strategist of Orion Advisor Solutions. An industry veteran with over 30 years of experience, Rusty has managed multiple mutual funds and hedge funds throughout his career. Before joining Orion, Rusty served as the President and Chief Investment Officer of CLS Investments. He was also a senior analyst at Fidelity Management and Research and previously worked for Thomson Reuters and General Electric. Rusty received his Bachelor of Science degree in Management from Babson College in Wellesley, Massachusetts. In addition to his work at Orion, Rusty hosts The Weighing Machine podcast and is the author of the book, Higher Calling.   Dr. Daniel Crosby is the Chief Behavioral Officer of Orion Advisor Solutions. A psychologist and behavioral finance expert, Daniel specializes in helping organizations understand the intersection of minds and markets. Before joining Orion, Daniel served as the Chief Behavioral Officer of Brinker Capital. He was educated at Brigham Young University, where he completed his Bachelor's degree and Ph.D. in Psychology. He is also the author of the New York Times bestseller, Personal Benchmark, as well as The Laws of Wealth, which the Axiom Business Book Awards named the best investment book in 2017. His latest work, The Behavioral Investor, takes an in-depth look at how sociology, psychology, and neurology impact investment decision-making.   Rusty and Daniel join us today to discuss how financial advisors can connect with their clients and guide them through difficult economic conditions. They explain how they encourage their clients to continue on their investing path. They describe why it's important for advisors to highlight their services' features rather than their technical aspects. They also enumerate the five elements of wellness and underscore why the success of a financial advisor's business and career relies on self-care and wellbeing.   “We have to convey to our clients that we're partners in the journey, and our ability to get there is only as good as their ability to take the ride.” - Dr. Daniel Crosby   This week on The Model FA Podcast:   How financial advisors can communicate their value proposition to their clients The value of communicating technical aspects as features How financial advisors can encourage their clients amid challenging economic times The five elements of wellness and the role of self-care in a financial advisor's life The first thing financial advisors need to do when the markets take a downturn Why everyone should explore existentialism and stoicism   Resources Mentioned:   Book: A Guide to the Good Life: The Ancient Art of Stoic Joy by William Irvine Book: Man's Search for Meaning by Viktor Frankl Book: Think and Grow Rich by Napoleon Hill   Our Favorite Quotes:   “To have a thriving business and happy clients—whether the market is crushing it or crashing down—you need to be the best version of yourself mentally, physically, emotionally.” - David DeCelle “Whatever the normal person needs to do from a self-care perspective, the financial advisor needs to do even more because of all the bullets they take.” - David DeCelle “A confident advisor will create a confident investor.” - Rusty Vanneman   Connect with Orion:   Orion Portfolio Solutions Orion Practice Management Orion Advisor Tech on LinkedIn Orion Advisor Tech on Twitter   Connect with Rusty Vanneman:   Book: Higher Calling: A Guide to Helping Investors Achieve Their Goals Podcast: The Weighing Machine Rusty Vanneman on LinkedIn Rusty Vanneman on Twitter   Connect with Dr. Daniel Crosby:   Book: The Behavioral Investor Book: Personal Benchmark: Integrating Behavioral Finance and Investment Management Podcast: Standard Deviations Daniel Crosby on LinkedIn Daniel Crosby on Twitter   About the Model FA Podcast   The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.    Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.    Our Team: President of Model FA, David DeCelle   If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

Tune in to hear:- Where are we at, as an industry, in terms of the application of behavioral sciences to the world of work? Where does Jez see us headed next or what's his outlook for the industry?- Compared to something like tech, where does the financial industry fall on the adoption curve of behavioral sciences? - In what field might we have the next big, unexplored vertical jump for applied behavioral sciences?- What was the case study about helping regular folks save more money and what practical things emerged from this study?- Why is a degree of granularity so important when making a behaviorally-driven plan?- How can we fight the idea that grand behavioral changes require grand behavioral interventions? - How did Jez help Mexico implement a country-wide campaign to tackle obesity using behavioral science? What can we learn from this example?https://www.goodreads.com/book/show/49190518-ripplehttps://www.cowryconsulting.com/consultants/jez-groomCompliance Code: 0934-OAS-5/26/2022